We are live on ! Find out more
CMA

Cedar Mountain Advisors Portfolio holdings

AUM $581M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+1.36%
1 Year Est. Return
+18.16%
3 Year Est. Return
+53.77%
5 Year Est. Return
+53.15%
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$4.77M
Cap. Flow
-$1.44M
Cap. Flow %
-0.28%
Top 10 Hldgs %
71.43%
Holding
804
New
111
Increased
165
Reduced
100
Closed
47

Top Buys

Rank Stock Value
1
VHT icon
Vanguard Health Care ETF
VHT
+$452K
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$328K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$252K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$241K
5
VFH icon
Vanguard Financials ETF
VFH
+$238K

Top Sells

Rank Stock Value
1
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.26M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$671K
3
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$453K
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$427K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$425K

Sector Composition

Rank Sector Weight
1 Technology 2.52%
2 Industrials 0.73%
3 Consumer Discretionary 0.68%
4 Financials 0.45%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLD icon
376
Prologis
PLD
$138B
$2.55K ﹤0.01%
20
– –
AEM icon
377
Agnico Eagle Mines
AEM
$72.6B
$2.54K ﹤0.01%
15
– –
ARWR icon
378
Arrowhead Research
ARWR
$12.1B
$2.52K ﹤0.01%
38
– –
MDYG icon
379
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$2.5K ﹤0.01%
27
– –
LBRT icon
380
Liberty Energy
LBRT
$2.83B
$2.49K ﹤0.01%
135
– –
HIG icon
381
Hartford Financial Services
HIG
$38.5B
$2.48K ﹤0.01%
18
– –
CL icon
382
Colgate-Palmolive
CL
$72.6B
$2.45K ﹤0.01%
31
– –
HFWA icon
383
Heritage Financial
HFWA
$1.24B
$2.41K ﹤0.01%
102
– –
NTR icon
384
Nutrien
NTR
$32.7B
$2.41K ﹤0.01%
39
– –
DRIV icon
385
Global X Autonomous & Electric Vehicles ETF
DRIV
$378M
$2.35K ﹤0.01%
79
– –
CALY
386
Callaway Golf Company
CALY
$3.26B
$2.27K ﹤0.01%
195
– –
HAFC icon
387
Hanmi Financial
HAFC
$943M
$2.22K ﹤0.01%
82
– –
MDYV icon
388
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$2.2K ﹤0.01%
26
– –
UWMC icon
389
UWM Holdings
UWMC
$621M
$2.17K ﹤0.01%
496
+9
+2% +$48
KD icon
390
Kyndryl
KD
$2.66B
$2.15K ﹤0.01%
81
– –
AMD icon
391
Advanced Micro Devices
AMD
$851B
$2.14K ﹤0.01%
10
– –
SMR icon
392
NuScale Power
SMR
$2.8B
$2.13K ﹤0.01%
150
– –
HI
393
DELISTED
Hillenbrand
HI
$2.13K ﹤0.01%
67
-4
-6% -$123
TTE icon
394
TotalEnergies
TTE
$193B
$2.09K ﹤0.01%
32
-1
-3% -$63
CLB icon
395
Core Laboratories
CLB
$538M
$2.08K ﹤0.01%
130
+3
+2% +$45
CAH icon
396
Cardinal Health
CAH
$53.4B
$2.06K ﹤0.01%
10
– –
FIGR
397
Figure Technology Solutions
FIGR
$6.1B
$2.04K ﹤0.01%
50
– –
HOOD icon
398
Robinhood
HOOD
$85.2B
$2.04K ﹤0.01%
18
+5
+38% +$650
AVY icon
399
Avery Dennison
AVY
$12.3B
$2K ﹤0.01%
11
– –
DNN icon
400
Denison Mines
DNN
$2.63B
$1.99K ﹤0.01%
749
– –
14 15
16
17 18

Similar funds

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
TCM
Trybe Capital Management Greenwich, Connecticut $581M AUM 112.96% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $582M AUM 17.87% 1-Year Est. Return
DLCIG
D.L. Carlson Investment Group Concord, New Hampshire $582M AUM 29.47% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Cedar Mountain Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cedar Mountain Advisors held 804 positions worth $518M, up 0.93% from $514M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Cedar Mountain Advisors's Q4 2025 filing shows 111 new, 165 increased, 100 reduced and 47 closed positions. Its largest new stake was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K. The largest sale was State Street SPDR Portfolio Short Term Corporate Bond ETF, an estimated $1.26M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Cedar Mountain Advisors's largest Q4 2025 buy was JPMorgan Limited Duration Bond ETF: 951 shares worth $49.8K.
  • Cedar Mountain Advisors added most to Vanguard Health Care ETF in Q4 2025, an estimated $452K increase.
  • Cedar Mountain Advisors's biggest Q4 2025 reduction was State Street SPDR Portfolio Short Term Corporate Bond ETF, cutting an estimated $1.26M.
  • Cedar Mountain Advisors fully exited Voya Global Equity Dividend and Premium Opportunity Fund in Q4 2025, selling an estimated $16.2K.
  • Cedar Mountain Advisors's ten largest holdings make up 71% of its $518M portfolio in Q4 2025.
  • Cedar Mountain Advisors opened 111 new positions and closed 47 in Q4 2025.
  • Cedar Mountain Advisors's portfolio value rose 0.93% quarter-over-quarter to $518M.

Based on Cedar Mountain Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.